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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,380 | $71,057+70.8% | $93,654+29.6% | $80,874+50.1% |
| Participation rate | 39.3% | 60.4%-21.1pp | 68.7%-29.4pp | 67.6%-28.4pp |
| Annual return | 4.35% | 11.26%-6.9pp | 133.34%-129.0pp | 35.62%-31.3pp |
| Employer contribution / active EE | $894 | $1,564-42.8% | $2,421-63.1% | $2,756-67.6% |
| Participant deferral / active EE | $1,804 | $4,034-55.3% | $4,413-59.1% | $4,297-58.0% |
| Admin fee / account holder | $6,525 | $6,944-6.0% | $8,282-21.2% | $6,935-5.9% |